Purchases and Sales Made in Q3 2025 in Northern Lts Fd Tr Iv Inspire (BLES)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (BLES) during Q3 2025. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV INSPIRE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
31KNew |
$1.25M - $1.33M
|
31K
$1.32M
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2.67K+ 15.6% |
$108K - $114K
|
19.8K
$841K
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
2.19K+ 10.74% |
$88.5K - $93.6K
|
22.6K
$957K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
969+ 1.07% |
$39.2K - $41.5K
|
91.8K
$3.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
820New |
$33.2K - $35.1K
|
820
$34.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
748+ 9.7% |
$30.2K - $32K
|
8.46K
$359K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
195New |
$7.88K - $8.34K
|
195
$8.27K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
169+ 11.35% |
$6.83K - $7.23K
|
1.66K
$70.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
65+ 2.73% |
$2.63K - $2.78K
|
2.45K
$104K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
60+ 0.43% |
$2.43K - $2.57K
|
14.1K
$599K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
46+ 0.44% |
$1.86K - $1.97K
|
10.6K
$450K
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
7+ 0.1% |
$283 - $299
|
6.78K
$288K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
SELL
|
- |
-328- 6.04% |
$13.3K - $14K
|
5.1K
$216K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-608- 4.29% |
$24.6K - $26K
|
13.6K
$576K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-914- 2.78% |
$37K - $39.1K
|
32K
$1.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.15K- 5.71% |
$46.7K - $49.4K
|
19.1K
$809K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
SELL
|
- |
-2.07K- 4.34% |
$83.7K - $88.6K
|
45.6K
$1.93M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-2.93K- 2.01% |
$119K - $125K
|
143K
$6.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.55K- 45.61% |
$224K - $237K
|
6.61K
$281K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-5.67K- 4.61% |
$229K - $243K
|
117K
$4.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8.94K- 57.11% |
$361K - $382K
|
6.71K
$285K
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-10.9K- 14.1% |
$439K - $464K
|
66.1K
$2.8M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-17.8K- 13.84% |
$719K - $761K
|
111K
$4.7M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-90.6K- 81.83% |
$3.66M - $3.88M
|
20.1K
$854K
|